Recent Discussions

Discussion List

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  Merged: Add Privileges, change Tags and Categorization structures to be per Personal/Business Entity

  Closed Moralessalsidoj 0 views 0 comments 1 point Started by Moralessalsidoj September 2 Quicken Business & Personal Feature Requests
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  Add “Balance end of month” line items to Investments Balances (edited)

  okc resident 48 views 3 comments 1 point Most recent by Coach Natalie September 2Feature Requests
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  Robinhood - BTC / ETH investment tracking referencing Grayscale ETF prices (edited)

  theotherjay 694 views 36 comments 2 points Most recent by Snipes September 2Investments
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  Add an 'Amount' filter (edited)

  Active SquirrelScratcher 24 views 0 comments 2 points Started by SquirrelScratcher September 2 Feature Requests
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  Farewell Feedback

  Tim Etherington 52 views 2 comments 0 points Most recent by Flopbot September 2Feedback
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  Apple saving inverse balance

  tjc57 75 views 8 comments 0 points Most recent by Coach Aldair September 2Adding and Updating Accounts
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  TD Canada Trust returning FDP-102

  theradioguy 45 views 5 comments 0 points Most recent by theradioguy September 1Adding and Updating Accounts
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  My credit union (Washington State Employees Credit Union) is not available (edited)

  Doug Olson 124 views 5 comments 0 points Most recent by djstewy September 1Feedback
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  Paypal Credit MasterCard Not Syncing/Adding (edited)

  Jrunner01 222 views 18 comments 0 points Most recent by jpbaytown September 1Adding and Updating Accounts
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  Ability to Exclude Categories and Tags from Reports and Spending Plan [edited] (2 Merged Votes)

  In Review mcjerbons 3.6K views 71 comments 232 points Most recent by pbryn1983 September 1Feature Requests
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  Ability to Archive Tags

  Active Mergim 249 views 16 comments 18 points Most recent by EL1234 September 1Feature Requests
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  Credit Score is blank/Verification Link Failed error (edited)

  jd_22622 262 views 17 comments 0 points Most recent by Coach Natalie September 1Troubleshooting
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  Linking to Recurring Transaction Does Not Update Payee & Category

  bcrossman 311 views 23 comments 0 points Most recent by Coach Natalie September 1Report a Bug
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  Pending transactions that are linked to recurring don't show as "paid" in Bills & Income (edited)

  BenB 157 views 12 comments 2 points Most recent by Coach Natalie September 1Feedback
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  Merged: Clicking the filter for "reviewed", my custom column order is reset to default

  Closed System 0 views 0 comments 0 points Most recent by nrp06 September 1Troubleshooting
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  Ability to set a custom default view for the Investments Performance tab (edited)

  Active pbryn1983 30 views 1 comment 2 points Most recent by SRC54 September 1Feature Requests
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  Mobile App: Show the last 4 digits of account number and the bank name in accounts (edited)

  Completed disc2120 37 views 1 comment 1 point Most recent by disc2120 September 1Feature Requests
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  Create Rule: Allow and keep cursor location in between the "Contains" words

  pbryn1983 95 views 7 comments 1 point Most recent by Coach Natalie September 1Feature Requests
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  Merged: Ability to Archive/Hide Tags

  Closed disc2120 0 views 0 comments 1 point Started by disc2120 September 1 Feature Requests
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  Data transfer from Quicken

  In Review Shermani 4.9K views 42 comments 42 points Most recent by DryHeat September 1Feature Requests
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  Allow IRR calculation for any account

  Active pbryn1983 28 views 1 comment 1 point Most recent by pbryn1983 September 1Feature Requests
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  Merged: Spending dashboard

  Closed Zenon 10 views 0 comments 0 points Started by Zenon August 31 Feedback
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  Add a notification for when an institution/bank disconnects (edited)

  Active jcody21 19 views 0 comments 1 point Started by jcody21 August 31 Feature Requests
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  HSA Bank - HSA Invest account is missing/no holdings data (edited)

  The Merg 868 views 63 comments 1 point Most recent by Coach Natalie August 31Adding and Updating Accounts
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  Valon mortgage error 170 (edited)

  M.B. 83 views 3 comments 0 points Most recent by Coach Natalie August 31Adding and Updating Accounts
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  How to report a bug in Simplifi

  Answered John CB 24 views 2 comments 0 points Most recent by Coach Natalie August 31Feedback
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  I tried comparing 2026 expenses by category to August 2025, and it doesn't pick up August

  Tom B 64 views 3 comments 0 points Most recent by SRC54 August 31Troubleshooting
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  Re-learning Simplifi with all of the changes (edited)

  Dick_Davis 42 views 1 comment 0 points Most recent by Coach Natalie August 31Feedback
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  Credit card reminder for Elan is not being updated with the payment due amount (edited)

  RobI 67 views 4 comments 0 points Most recent by RobI August 31Bills and Income
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  Income & Expense Graph Card on Dashboard (edited)

  mfgcharnc 99 views 3 comments 1 point Most recent by Coach Matthew August 31Feedback